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Avalon Group and Schwartz Heslin Group form strategic alliance

Avalon Group, Ltd. (“Avalon”) and Schwartz Heslin Group, Inc. (“SHG”) are pleased to announce the formation of an alliance to better and more broadly serve their customer bases.

Avalon Group and its affiliate, Avalon Securities, were founded in 1992 as one of the few woman-owned FINRA and SEC registered investment banks. With offices in New York and Dallas, Avalon offers transaction and corporate finance advisory services to public and private middle market companies in the consumer products, specialty retail, biotechnology, healthcare, and alternative energy sectors. Avalon provides execution capabilities in equity and/or debt capital raising, private placements and mergers & acquisitions transactions.


Schwartz Heslin Group, Inc. was founded in 1985 and provides expertise in strategic planning, corporate finance, strategic merger and acquisition advisory, implementation, turnaround situations, valuations, and due diligence. With offices in Albany, Syracuse and London, UK, SHG has worked on more than 500 engagements, with particular industry expertise in advanced materials, communications, technology and media.

The alliance will leverage the strengths of the individual companies to offer a more robust array of transaction, advisory and valuation services to public, private and family-owned businesses. Both Avalon and SHG have long-term successful track records with a sharp focus on middle market transactions and advisory assignments. Their combined complement of senior bankers will work collaboratively for their clients on strategic and financial transactions, valuation assignments and assistance with operating problem resolution and top line growth planning. It is expected that this broadening of services will enhance Avalon’s and SHG’s ability to service existing clients while providing a strong base from which to attract and build new client relationships.

In commenting on the new venture, Lynda Davey, founder and Chief Executive Officer of Avalon said, “Our alliance with SHG will provide enhanced execution capabilities in a number of different industry verticals by providing deeper strategic advisory and valuation services, thereby enabling us to more closely align our interests with those of our clients.” Robert Schwartz founder and Managing Director of SHG added, “This new relationship with Avalon will enable each of us to bring enhanced value for our respective clients by delivering a more robust array of capabilities.”